SVXYX Mutual Fund

SVXYX Mutual Fund (Smead International Value Fund Class Y) is managed by Smead Capital Management with $118.7M in net assets. SVXYX expense ratio is 1.01%, holding 29 positions across sectors including Energy, Financials, Industrials. Inception date: 2022-01-12.

SVXYX performance shows a YTD return of 29.24%. The 1-year return is 40.22%. SVXYX dividend yield stands at 1.40%, paid annually.

SVXYX top holdings include Cenovus Energy, Inc. (10.6%), Bawag Group Ag Common Stock EUR (9.7%), Strathcona Resou (6.8%), Frontline Ltd (6.8%), Tamarack Valley Energy Ltd (5.6%). Go to all SVXYX holdings, SVXYX sectors, or SVXYX dividends.

SVXYX can be compared against other funds. Use SVXYX overlap to find shared positions, or SVXYX vs another fund for a side-by-side view. SVXYX alternatives are available via the screener, along with tax-loss harvesting opportunities.